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Customer Service Sales

Location:
West Jordan, UT, 84084
Posted:
March 09, 2010

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Resume:

SHEILA M. PENROSE

**** *. ***** ***** ***

West Jordan, UT 84084

801-***-****

*********@***.***

Microsoft Access/Excel/ Outlook/PowerPoint/Word

QUALIFICATIONS

MAS500 and MAS200

Yardi

Timberline

QuickBooks 2005-2009

Deltek Vision

CCH: Database research skills

TaxWise: IRS provided tax software

Strong Communication Skills

Analytical Skills

Strong Desire to Learn

Individual/Corporate Tax Preparation

LaCerte Tax Software

Westminster College: GPA: 3.433, 2003-2007

EDUCATION

Degree: Bachelors of Science, Accounting

Member

Dean’s List of Westminster College

Institute of Management Accountants

Taylorsville High School: Graduate

Member

National Honor Society

High Honor Roll

Best Buddies of America

PROFESSIONAL EXPERIENCE

09/08-4/09: WHITEHOUSE AND COMPANY CPA

Tax/QuickBooks Advisor/Preparer: Individual/Corporate Tax Preparation, Reconciliation of

Bank and Credit Card Accounts, Preparation of Financial Statements for tax Return, Journal

Entries, General Ledger, Sales and Use Tax Returns.

01/08 to 9/08: ARCHITECTURAL NEXUS

Junior Accountant: A/P, A/R, Special project for CFO such as: Depreciation of Assets, Monthly

Reports, Property Taxes, Financial Training for Project Managers, Employee Benefits and Other

Miscellaneous Projects.

09/07 to 11/07: MATERNITY LEAVE

07/05 to 06/07: BASIC RESEARCH

AP Expense Report Specialist/Trainer-01/07 to 06/07

Monthly reconciliation of 50+ corporate credit cards and cash expense reports.

Training/Testing/Implementation of American Express Online Expense Tool

SHEILA M. PENROSE

Accomplishments:

Eliminated company finance charges by actively working with credit card holders to submit

substantial expenses on a timely basis.

AP Specialist-04/06 to 12/06

Coding, Batching, Disbursements, Check Runs, EFT, International/Domestic Funds Transfers,

Expense Reports, Payment Schedule, Purchase Orders, and Vendor Relations

Special Assignments:

2005 and 2006 Physical Inventory Count

Coordination of 2007 Zantrex-3 Dragster Race Reward Weekend

Assist Accounts Receivable

Advertising Sales/Customer Service (Call Center)-07/05 to 04/06

TEMPORARY ASSIGNMENTS

11/07 to 1/2008: NAI UTAH PROPERTY MANAGEMENT

Property Management Accountant: Coding, Batching, Disbursements, Check Runs (30+Bank

Accounts), Electronic International/Domestic Funds Transfers, Payment Schedule, and Vendor

Relations of 30+ Properties.

07/07 to 08/07: SALT LAKE LEGAL DEFENDERS-Temporary Assignment

Legal Secretary: Support three attorneys, transcribe court proceedings, maintain attorney

calendar, maintain/close files, and coordinate client meetings/calls

VOLUNTEER EXPERIENCE

Current: THE PINES OF JORDAN LANDING HOA BOARD 20 Hours Monthly

Treasurer: Review and Audit Monthly Accounting, Preparation of Financials, Budget Analysis,and

Route Cause Analysis and Resolution.

2006, 2007 and 2008 Races: SALT LAKE CITY MARATHON 215 Hours

Course Set-Up Captain: Managed a team of 20 volunteers – Race Director Scott Kerr

01/07 to 05/07: VOLUNTEER INCOME TAX ASSISTANCE (VITA) 32 Hours

Tax Return Preparer: Westminster College - Faculty Advisor Donald Saxon

2006: SALT LAKE CITY GARDEN TOUR 5 Hours

Garden Greeter

2005 and 2006: WESTMINSTER COLLEGE ANNUAL SCHOLARHIP FUNDRAISER 10 Hours

Volunteer: Various responsibilities assisting the guests



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